Madsen Estate, Re, [2004] O.T.C. 1138 (SC)

• Judge: Van Melle, J.
• Court: Superior Court of Justice of Ontario (Canada)
• Case Date: November 23, 2004
• Jurisdiction: Ontario
• Citations: [2004] O.T.C. 1138 (SC)

Madsen Estate, Re, [2004] O.T.C. 1138 (SC)

MLB headnote and full text

Temp. Cite: [2005] O.T.C. TBEd. JA.022

In The Estate of Niels Michael Madsen, deceased

Mary Elizabeth Saylor and William Anthony Madsen (plaintiffs) v. Patricia Ann Brooks, Estate Trustee (defendant)

(Court File No. EA39/01)

Indexed As: Madsen Estate, Re

Court of Ontario

Superior Court of Justice

Van Melle, J.

November 23, 2004.

Summary:

This headnote contains no summary.

Banks and Banking - Topic 2733

Bank accounts - Joint accounts - Title to account - Resulting trust in favour of original owner of funds - See paragraphs 1 to 74.

Damages - Topic 4009

Interference with economic relations - Breach of fiduciary or confidential relationship - By trustees of an estate - See paragraphs 70 to 73.

Gifts - Topic 527

Gifts inter vivos - Presumption against gift - Resulting trust - Rebuttal of presumption - See paragraphs 25 to 63.

Gifts - Topic 554

Gifts inter vivos - Presumption of gift - Advancement - Transfers from parent or grandparent to children - See paragraphs 18 to 24.

Wills - Topic 5170

Construction - General - Directions of testator - Disinheritance of specific persons (incl. persons who challenge will) - See paragraph 6.

Cases Noticed:

Levy v. Levy Estate (1981), 50 N.S.R.(2d) 14; 98 A.P.R. 14 (T.D.), refd to. [para. 18].

McKenna Estate, Re (1994), 134 N.S.R.(2d) 218; 383 A.P.R. 218 (Prob. Ct.), refd to. [para. 18].

McLear v. Crowder et al., [2000] O.T.C. 505 (Sup. Ct.), refd to. [para. 21].

Vokey v. Vokey Estate (1997), 149 Nfld. & P.E.I.R. 1; 467 A.P.R. 1 (Nfld. C.A.), refd to. [para. 63].

Counsel:

Margaret A. Hoy, for the plaintiffs;

Robert G. Ackerman, for the defendant;

Joel Skapinker, for the defendant (as of June 21, 2004).

This case was heard on September 10-12 and 15-17 and December 9-12, 2003 and June 21-25, 2004, before Van Melle, J., of the Ontario Superior Court, who released the following decision on November 23, 2004.

Please note: The following judgment has not been edited.